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GEOPOLITICAL IMPACT ON CONSTRUCTION
Steel, bitumen, geopolitics could slow India’s construction boom: ICEMA Vice PresidentIndia's construction equipment industry anticipates single-digit growth this financial year. Rising steel and bitumen prices are significan...- India's private credit funds increasingly turn to AI for deal sourcing, underwriting: EYIndian private credit funds are adopting artificial intelligence for deal sourcing and analysis. Most funds use AI moderately for data anal...
- ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay BembalkarDespite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained...
- Real estate sector likely to remain resilient despite West Asia crisis: CareEdgeIndia's real estate sector is expected to remain broadly resilient despite geopolitical uncertainty arising from the West Asia crisis, with...
- Tube Investments of India shares surge 8% after Q1 earnings. What Motilal Oswal is sayingTube Investments of India shares surged after the company reported a 5% year-on-year decline in Q1FY27 profit to Rs 158.62 crore, despite a...
- Mobility will stay resilient despite geopolitical shocks: VFS Global CEOVFS Global is positioning itself for substantial growth in the realms of visa processing and citizen services. By harnessing the power of a...
- India Inc clocks strongest revenue growth in 9 quarters; margins squeezed by rising costsIn the June quarter, Indian companies celebrated remarkable revenue growth, reaching a nine-quarter high. Despite this, profits grew by onl...
- India Q1 GDP growth seen at 7.3% as consumption, capex cushion Iran war shock: ET pollIndia's economy likely grew over seven percent in the first quarter of fiscal year 2027. Resilient consumption and exports supported this r...
- ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex playsAxis Max Life CIO Sachin Bajaj sees Indian equities entering a favourable phase as earnings recover, valuations moderate and domestic flows...
- Dubai’s big-ticket property market cools, but offices tell a different storyGeopolitical tensions have slowed large commercial property deals in Dubai, with transaction value falling 21% in the June quarter. However...
- ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh TaksaliTaksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week ...
- Poland and Baltics shield infrastructure, fearing a Russian false-flag strikeBaltic nations and Poland are increasing security around critical infrastructure. They fear Russia may stage false flag drone attacks to de...
- Has Dalal Street's near term outlook improved? HSBC lists 4 headwinds, 3 tailwinds to watch out forHSBC Mutual Fund remains constructive on Indian equities, citing improving earnings, private capex, policy support and potential trade deal...
- Market overreactions create opportunities, says Bajaj AMC MD Ganesh Mohan; explains whyA prolonged consolidation in Indian equities has tested investors’ patience. But Bajaj Asset Management’s Managing Director Ganesh Mohan te...
- MahaRERA extends project completion deadlines by 4 months citing force majeureMahaRERA has granted an automatic four-month extension to eligible real estate projects in Maharashtra due to disruptions linked to the Wes...
- Trent shares slide 3% after Q1. What Morgan Stanley, four other brokerages recommendTrent shares fell 3% after the Tata Group retailer reported a 21% year-on-year rise in Q1 consolidated net profit to Rs 519 crore. Revenue ...
- Pidilite sees double-digit volume growth in FY27 despite volatile commodity prices: MD Sudhanshu VatsPidilite Industries expects double-digit volume growth in FY27 and stable earnings. The company implemented price increases to offset risin...
- RBI's status quo on repo rate to boost festive housing demand, homebuyer confidence: Industry expertsThe RBI’s decision to keep the repo rate unchanged at 5.25% is expected to support homebuyer sentiment and sustain housing demand during th...
- India to remain among fastest-growing steel markets in FY27: India Ratings and ResearchIndia's steel market will remain a global growth leader through fiscal year twenty twenty-seven. Strong domestic demand from infrastructure...
- Housing ministry issues advisory to State RERAs to give project extension due to West Asia crisisThe Ministry of Housing has advised State RERAs to grant developers a four-month extension. This advisory addresses disruptions in global s...
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